Donald Windle

Windle Wealth, Llc

Assets Managed

$236.661M

Holdings

Last Quarter

2026 - Q1

Filed Date

1d ago

Growth Rate

6.02%(2Q avg: 2.95%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Windle Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Windle Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 236.661M in assets, with a quarterly growth rate of 6.02% and a 2-quarter average growth rate of 2.95%. The portfolio is managed by Donald Windle, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity	6.06%	$14.337M 82,208 shares@ $174.4 avg price
XOM Exxon Mobil Corp Recent Activity Decreased -2.72%	5.18%	$12.257M 72,246 shares@ $169.66 avg price	Decreased -2.72%
JNJ Johnson & Johnson Recent Activity Decreased -1.07%	4.65%	$11.002M 45,007 shares@ $244.44 avg price	Decreased -1.07%
AAPL Apple Inc Recent Activity Increased 3.28%	4.65%	$10.999M 43,339 shares@ $253.8 avg price	Increased 3.28%
CVX Chevron Corp Recent Activity Decreased -2.34%	4.65%	$10.983M 53,086 shares@ $206.9 avg price	Decreased -2.34%
WELL Welltower Inc Recent Activity Increased 1.58%	4.53%	$10.72M 54,222 shares@ $197.72 avg price	Increased 1.58%
T At&t Inc Recent Activity Increased 5.2%	4.17%	$9.86M 340,108 shares@ $28.99 avg price	Increased 5.2%
VZ Verizon Communications Inc Recent Activity Decreased -0.54%	4.15%	$9.808M 195,387 shares@ $50.2 avg price	Decreased -0.54%
ED Consolidated Edison Inc Recent Activity Increased 2.65%	4.05%	$9.579M 84,639 shares@ $113.19 avg price	Increased 2.65%
MSFT Microsoft Corp Recent Activity Increased 14.23%	3.99%	$9.439M 25,500 shares@ $370.17 avg price	Increased 14.23%

1-10 of 32